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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,840 | $78,705+15.4% | $117,860-22.9% | $70,124+29.5% |
| Participation rate | 96.7% | 73.2%+23.5pp | 79.7%+17.0pp | 69.5%+27.1pp |
| Annual return | 8.99% | 23.30%-14.3pp | 335.10%-326.1pp | 73.14%-64.2pp |
| Employer contribution / active EE | $3,000 | $2,223+34.9% | $3,786-20.8% | $2,342+28.1% |
| Participant deferral / active EE | $1,068 | $3,297-67.6% | $4,482-76.2% | $3,332-68.0% |
| Admin fee / account holder | $14,882 | $5,065+193.8% | $8,021+85.5% | $4,645+220.3% |